Avos Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 313979
- Registered since
- May 7, 2021
- Website
- www.avos.co
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI56.1%
- Corporations / Businesses35.86%
- Pooled Investment Vehicles7.93%
- Individuals0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Avos Capital Management, LLC is an SEC-registered investment adviser operating as a hedge-fund–style manager and commodity pool operator/CTA. The firm provides active portfolio management across individual and family clients as well as institutional and pooled vehicles, charging a mix of asset-based fees and performance-based fees. That fee structure, together with the hedge fund classification and CPO/CTA activity, indicates the firm pursues active, alpha-seeking strategies rather than purely passive management. Investment activity centers on publicly available funds (mutual funds/public funds) used both in separately managed account wrappers and across pooled vehicles. The firm also runs its own private hedge fund and allocates to third-party alternative managers, suggesting a blended approach that combines liquid public funds with less liquid alternative exposures. Avos is not positioned as an ESG investor and does not identify as a multi-state adviser for registration purposes.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds81%
- Cash & Cash Equivalents13%
- Exchange Traded Equities6%
Owners & executives
1 of 1
Joshua Blanchfield
Partner and Chief Investment OfficerCRD 7360154
Contacts
3 of 3
Peter Joers
PartnerCRD 2169200
Martin Hutter
Director, InvestmentsCRD 7984241

Michael Polansky
Founder & Managing PartnerCRD 6137523
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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